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Showing posts from November, 2017

SCRIBE Online Training and Resources

SCRIBE Online is a massive tool that can be intimidating the first time you work with it.  Luckily SCRIBE provides a lot of documentation and training to help you get started with your first go with SCRIBE Online.  When I first started working with SCRIBE Online it was in what they call the "Classic UI".  The latest version of SCRIBE is called "Crystal UI"  I will say that there where a lot of changes between classic and crystal that took me a little bit to grasp.  But, SCRIBE does a great job putting out content to help new users and even experienced users keep up to date with the platform.

In this post I wanted to go over some of the resources that SCRIBE offers to everyone for free.  This way you can get started with your first mapping or refresh your knowledge of SCRIBE Online.  First, we will talk about their webinars.  SCRIBE does regular webinars about its platform.  Past webinars can be found here.

Next, SCRIBE provides excellent video tutorials for SCRIBE …

SCRIBE Online Status Monitor

When working with cloud solutions it's always important to understand the options you have available to monitor that service.  For SCRIBE Online, they have a website you can go to to see the current status of:

AgentsAPIConnectorsEvent SolutionsUser InterfaceSandbox Not only can you see current statuses but you can also see information about current incidents and past incidents.  Also they offer the ability to sign up for alerts by email, text and RSS.  Personally, I am signed up for email and text alerts.  To help keep the team of people I work with update, I setup RSS notification within our Microsoft Team's account.  I also recommend that if you are a consultant, you make sure any client you have setup with SCRIBE of integrations, you let them know about this page.
Here are some helpful tips for working with the site: Subscribing To All Updates:
Navigate to on "SUBSCRIBE TO UPDATES" buttonChoose how you want to subscribe:Envelope = …

Documenting Maps

When we are creating mappings in SCRIBE its important that we document those maps.  This is a two stage process.  First, we want to do an export of the map and save the JSON file into the source control system.  This way we have a back up copy of it and we can reuse the map if we need it again, similar to what you would do with a template.  The second reason is so others can have an understanding of the process.

In projects that I have worked on in the past I have taken more of a manual approach to creating the supporting documentation for my integration and migration mappings.  This can be time consuming to say the least.  During one of these exercises, I found the SCRIBE Documentation Tool.  I walk through the steps they outlined and it auto generated the documentation for me.  This has greatly speed up my work and gives me an spreadsheet that is easy to understand.

To create this documentation you will need a Google account as it uses Google Docs.  Here is a link to the detailed st…

Goodbye SDK...Hello Developer Guide

With the release of Microsoft Dynamics 365 version 9, we are saying goodbye to the large SDK we are use to downloading to extend Microsoft Dynamics and saying hello to the Developer Guide for Dynamics 365 Customer Engagement.  Here are some highlights with the version 9 release.

1) Previous SDK versions can still be downloaded for previous release of Microsoft Dynamics CRM

CRM 4.0CRM 2011CRM 2013CRM 2015Dynamics 365 Version 8 2) Per the Developer Guide Dynamics 365 Version 9 is an online only release.
3) To get the early bound generator, plugin registration tool and other CRM tools you will need to use PowerShell and Nuget to get them.  Here is a link provided by Microsoft on how to get these tools.
4) Webhooks have been added to the plugin registration tool.  This allows for easy integration with Azure Functions.
5) As a developer you will have the ability to download the Developer Guide into a PDF for offline viewing.  To do this simply click on the "Download To PDF" on the…

Setup Non-Interactive User with Non-Expiring Password

When we need to connect CRM to another system it is important that the connection remain working so data can flow easily between the systems.  One common issue that can arise in the integration is the user account we use to create the connection, password can expire.  When this happens it could be minutes to days before the issue is found and that can lead to data synchronization between the systems getting messed.  To migrate this risk we can easily setup a user with a non-expiring password.  The user type for this in CRM is "Non-Interactive".  Non-Interactive users can't log into CRM via the front end.  If you try you will see this error message:
The other benefit of using a non-interactive user account is it doesn't require a CRM license to work.  You will only need to assign a license to the account for about 5 minutes to setup the account for the first time.  After that you can remove it and it will remain active in CRM.  You are allowed to have 5 non-interactiv…